Insightly
Reference
Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.
Categories: [crm]
Version: 1
Connections
Version: 1
Basic Auth
Properties
| Name | Type | Control Type | Description |
|---|---|---|---|
| Pod | STRING | TEXT | Your instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1 |
| API Key | STRING | TEXT |
Triggers
Actions
Create contact
Creates new Contact
Properties
| Name | Type | Control Type | Description |
|---|---|---|---|
| Contact | {STRING(FIRST_NAME), STRING(LAST_NAME), STRING(EMAIL_ADDRESS), STRING(PHONE), STRING(TITLE)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
| Type | Control Type |
|---|---|
| INTEGER | INTEGER |
| STRING | TEXT |
| STRING | TEXT |
| STRING | TEXT |
| STRING | TEXT |
| STRING | TEXT |
Create organization
Creates new Organization
Properties
| Name | Type | Control Type | Description |
|---|---|---|---|
| Organization | {STRING(ORGANISATION_NAME), STRING(PHONE), STRING(WEBSITE)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
| Type | Control Type |
|---|---|
| INTEGER | INTEGER |
| STRING | TEXT |
| STRING | TEXT |
| STRING | TEXT |
Create task
Creates new Task
Properties
| Name | Type | Control Type | Description |
|---|---|---|---|
| Task | {STRING(TITLE), STRING(STATUS)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
| Type | Control Type |
|---|---|
| INTEGER | INTEGER |
| STRING | TEXT |
| STRING | TEXT |